Meet Our Team

A FULL TEAM OF EXPERTS WORKING FOR YOU

About the WealthSmart Team

At WealthSmart, you enjoy a family of professionally certified experts focused on helping you meet your financial goals. From insurance to financial advice to customer service, you’ll appreciate the commitment to your needs, the consistent communications, easy access and expertise. Originally founded as Vetter Financial Services in 1985, the name was changed to WealthSmart in 1997. So we have over 30 years experience in helping people achieve financial freedom. Talk to us about your dreams to see if we’re the right fit for you.

The Power of Independence

Everything we do revolves around our independence from specific products which means you get full access to a wide range of the best insurance and financial products available. We continually upgrade our training and achieve new certifications to stay up-to-date with the options available and our ability to help you reach your dreams.

WealthSmart Incorporated is focused on helping leaders achieve their financial dreams. Initiatives such as the Dream Navigator, comprehensive reporting tools and personalized service make it possible to manage your resources effectively for long-term success.